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AWTIX vs FSDPX
AWTIX vs FSDPX Comparison
Open Charts AWTIX vs FSDPX
Virtus Duff & Phelps Water Inst
Price$19.69
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets560.22M
Fidelity Select Materials
Price$87.10
Change+$1.39 (+1.62%)
VolumeN/A
Net Assets705.26M
AWTIX vs FSDPX Comparison Chart
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AWTIX vs. FSDPX commentary
May 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWTIX is a Buy and FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 705M vs. AWTIX (560M). FSDPX pays higher dividends than AWTIX: FSDPX (0.97) vs AWTIX (0.75). AWTIX was incepted earlier than FSDPX: AWTIX (17 years) vs FSDPX (39 years). AWTIX (1.23) is less costly to investors than FSDPX (0.70). FSDPX is a more actively managed with annual turnover of: 65.00 vs. AWTIX (22.00). FSDPX has a lower initial minimum investment than AWTIX: FSDPX (0) vs AWTIX (1000000). AWTIX annual gain was more profitable for investors over the last year : -6.18 vs. FSDPX (-15.45). FSDPX return over 5 years is better than : 60.37 vs. AWTIX (45.11).
| AWTIX | FSDPX | AWTIX / FSDPX | |
| Total Expense Ratio | 0.93 | 0.70 | 133% |
| Annual Report Gross Expense Ratio | 1.23 | 0.70 | 176% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | 6.760 | 1.987 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 705M | 79% |
| Annual Yield % from dividends | 0.75 | 0.97 | 77% |
| Returns for 1 year | -6.18 | -15.45 | 40% |
| Returns for 3 years | 18.35 | -11.79 | -156% |
| Returns for 5 years | 45.11 | 60.37 | 75% |
| Returns for 10 years | 55.72 | 11.68 | 477% |
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